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CIK: 0002001943
Total reported value
$729.9M
$729.9M
168 檔
11.2%
As reported in its official Q1 2026 Form 13F filing, KKM Financial LLC's tracked investment portfolio stood at $729.9M with 168 total positions.
In Q1 2026, KKM Financial LLC adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including FWONA, MU, NVDA) accounted for 11.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FWONA | Liberty Media Corp-formula-a | Stock-Other | 3.29% | -3.29% | EXIT | |
| 2 | MU | Micron Technology Inc | Stock-Tech | 3.06% | -3.06% | EXIT | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | -0.88% | — | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.66% | -0.47% | — | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 2.52% | -0.66% | — | |
| 6 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.28% | -0.64% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.22% | -0.18% | — | |
| 8 | ASML | ASML Holding N.V. | Stock-Tech | 2.02% | -0.08% | — | |
| 9 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.92% | -1.92% | EXIT | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.84% | -0.25% | — | |
| 11 | ESN | Essential 40 Stock ETF | ETF-Other | 1.81% | -0.20% | — | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.77% | +1.60% | — | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.70% | +0.44% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | +1.11% | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.53% | -0.04% | — | |
| 16 | INTC | Intel CORP | Stock-Tech | 1.48% | +1.71% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.50% | — | |
| 18 | AWK | American Water Works Co Inc | Stock-Utilities | 1.42% | -0.47% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | -0.16% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | +0.01% | — | |
| 21 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.29% | -0.42% | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.26% | +0.37% | — | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.23% | -0.28% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | +0.44% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.11% | — | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 1.18% | +0.08% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | -0.47% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.86% | — | |
| 29 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 1.09% | -1.09% | EXIT | |
| 30 | KLAC | Kla CORP | Stock-Tech | 1.09% | +0.39% | — | |
| 31 | F | Ford Motor Co | Stock-Consumer Disc | 1.07% | -0.10% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | +0.79% | — | |
| 33 | CB | Chubb Limited | Stock-Financials | 1.03% | +0.10% | — | |
| 34 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.03% | -1.03% | EXIT | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 1.03% | -0.11% | — | |
| 36 | CME | Cme Group Inc | Stock-Financials | 1.01% | -0.19% | — | |
| 37 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.00% | +0.07% | — | |
| 38 | NTR | Nutrien LTD | Stock-Materials | 0.99% | +0.01% | — | |
| 39 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.99% | -0.13% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | +0.19% | — | |
| 41 | MMM | 3m Co | Stock-Industrials | 0.97% | -0.03% | — | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.97% | +0.09% | — | |
| 43 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.95% | +0.41% | — | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.93% | +0.13% | — | |
| 45 | FDX | Fedex CORP | Stock-Industrials | 0.92% | +0.10% | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | +0.79% | — | |
| 47 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.90% | +0.49% | — | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.86% | +0.06% | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.86% | -0.03% | — | |
| 50 | EQIX | Equinix Inc | Stock-Real Estate | 0.84% | -0.10% | — |
According to official SEC Form 13F filings, KKM Financial LLC reported a total U.S. public equity portfolio value of $729.9M across 168 disclosed positions in Q1 2026.
During Q1 2026, KKM Financial LLC's top holdings by market value included FWONA (3.3%)、MU (3.1%)、NVDA (2.9%). The largest single position, FWONA, represented 3.3% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
DOMH
前期市值: $69.1K
In Q1 2026, KKM Financial LLC made 2 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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